LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Enterprise Value of -$2.7 billion for Q2 2026, up 53.49% year-over-year from -$1.8 billion in Q2 2025, and down 0.58% on a QoQ basis from -$2.7 billion in Q1 2026.
LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends
LPL Financial Holdings has reported Enterprise Value for 18 years, with the latest figure at -$2.7 billion in Q2 2026.
- Enterprise Value for Q2 2026 came in at -$2.7 billion, up 53.49% year-over-year; the trailing twelve-month figure through Jun 2026 was -$2.7 billion (up 53.49% YoY), and the FY2025 annual result was -$2.8 billion, down 10.34% from the prior year.
- Enterprise Value declined to -$2.7 billion in Q2 2026, from -$2.7 billion in the prior quarter.
- Over five years, Enterprise Value peaked at -$1.6 billion in Q2 2022 and troughed at -$5.8 billion in Q2 2025.
- A 5-year average of -$2.7 billion and a median of -$2.7 billion in 2026 frame the typical range for Enterprise Value.
- The widest annual swing landed in 2025, when Enterprise Value slumped 103.46%; it then jumped 53.49% in 2026.
- A 5-year view of Enterprise Value shows it stood at -$3.0 billion in 2022, then increased by 18.84% to -$2.5 billion in 2023, then dropped by 3.69% to -$2.6 billion in 2024, then retreated by 10.34% to -$2.8 billion in 2025, then rose by 4.72% to -$2.7 billion in 2026.
- Per Business Quant data, the three most recent Enterprise Value figures were -$2.7 billion in Q2 2026, -$2.7 billion in Q1 2026, and -$2.8 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | -160.14 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | -976.35 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | -84.75 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | -15.88 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | -17.32 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -2.21 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -1.52 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | -42.82 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | -2.70 Bn |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | -1.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -2.70 Bn |
| Mar 31, 2026 | -2.68 Bn |
| Dec 31, 2025 | -2.83 Bn |
| Sep 30, 2025 | -1.48 Bn |
| Jun 30, 2025 | -5.80 Bn |
| Mar 31, 2025 | -2.74 Bn |
| Dec 31, 2024 | -2.56 Bn |
| Sep 30, 2024 | -1.49 Bn |
| Jun 30, 2024 | -1.64 Bn |
| Mar 31, 2024 | -1.73 Bn |
| Dec 31, 2023 | -2.47 Bn |
| Sep 30, 2023 | -2.17 Bn |
| Jun 30, 2023 | -2.31 Bn |
| Mar 31, 2023 | -2.28 Bn |
| Dec 31, 2022 | -3.05 Bn |
| Sep 30, 2022 | -2.36 Bn |
| Jun 30, 2022 | -1.56 Bn |
| Mar 31, 2022 | -737.38 Mn |
| Dec 31, 2021 | -1.99 Bn |
| Sep 30, 2021 | -897.10 Mn |